See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,289 | $63,346-6.4% | $92,233-35.7% | $70,131-15.5% |
| Participation rate | 94.7% | 68.7%+26.1pp | 76.5%+18.3pp | 69.5%+25.2pp |
| Annual return | 17.54% | 530.12%-512.6pp | 176.28%-158.7pp | 73.14%-55.6pp |
| Employer contribution / active EE | $4,125 | $2,471+66.9% | $3,679+12.1% | $2,342+76.1% |
| Participant deferral / active EE | $2,923 | $2,854+2.4% | $3,897-25.0% | $3,332-12.3% |
| Admin fee / account holder | $1,606 | $3,840-58.2% | $5,194-69.1% | $4,645-65.4% |